This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

PLAN TO PROSPER WEALTH MANAGEMENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 6, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Dec 9, 2014

First registration

Sep 6, 2002

Dual registered

no

Other names

ERICK JOSE PAUL PALACIOS|ERICK JOSE RAUL PALACIOS VARGAS

IAPD individual key

4557570

• Occurred

  Nov 30, 2023
  Advisor changed firm

  Erick Jose Raul Palacios left Xcel Wealth Management, Llc for Plan To Prosper Wealth Management (registered 2026-01-01)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:47468f3b-43b2-66f9-4d37-c0d105eb7d5b

First observed

Sep 6, 2002

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.